Latest Institutional Transactions on Berkshire Hathaway Inc Class B (BRK-B)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-282- 19.58% |
$125K - $136K
|
1.16K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-785- 1.45% |
$347K - $379K
|
53.3K
$25.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-270- 0.67% |
$119K - $130K
|
40.1K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 0.94% |
$448K - $489K
|
107K
$51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-19.5K- 12.53% |
$8.63M - $9.42M
|
136K
$65.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 2.34% |
$75.2K - $82.1K
|
7.44K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.19K- 0.66% |
$528K - $577K
|
180K
$86.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.49K- 11.23% |
$1.1M - $1.2M
|
19.7K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
133+ 13.43% |
$58.8K - $64.2K
|
1.12K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.07% |
$442 - $483
|
1.36K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.31% |
$1.77K - $1.93K
|
1.31K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.76KNew |
$1.22M - $1.34M
|
2.76K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.96K+ 13.25% |
$866K - $946K
|
16.7K
$8.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-48.3K- 8.23% |
$21.4M - $23.3M
|
538K
$258M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 2.58% |
$9.29K - $10.1K
|
835
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
168+ 1.59% |
$74.3K - $81.2K
|
10.7K
$5.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
101+ 0.3% |
$44.7K - $48.8K
|
33.8K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.15% |
$15.5K - $16.9K
|
23.1K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-84- 0.39% |
$37.2K - $40.6K
|
21.7K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52+ 3.71% |
$23K - $25.1K
|
1.45K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
7.73K+ 15.29% |
$3.42M - $3.73M
|
58.3K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-532- 2.41% |
$235K - $257K
|
21.5K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
643New |
$284K - $311K
|
643
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
9+ 0.21% |
$3.98K - $4.35K
|
4.24K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
367+ 1.06% |
$162K - $177K
|
35.1K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3- 0.01% |
$1.33K - $1.45K
|
22.7K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
146+ 0.59% |
$64.6K - $70.5K
|
25.1K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.21K+ 8.78% |
$2.31M - $2.52M
|
64.6K
$30.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 13.64% |
$6.63K - $7.25K
|
125
$59.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.94K+ 5.07% |
$1.3M - $1.42M
|
60.9K
$29.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$474K - $518K
|
1.07K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
144+ 6.65% |
$63.7K - $69.6K
|
2.31K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
891New |
$394K - $430K
|
891
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-60- 4.16% |
$26.5K - $29K
|
1.38K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-98- 15.05% |
$43.3K - $47.3K
|
553
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
107+ 0.63% |
$47.3K - $51.7K
|
17K
$8.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.67K+ 15.97% |
$737K - $805K
|
12.1K
$5.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
51+ 0.24% |
$22.6K - $24.6K
|
21.2K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-66- 0.37% |
$29.2K - $31.9K
|
18K
$8.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-450- 1.46% |
$199K - $217K
|
30.4K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
12KNew |
$5.3M - $5.79M
|
12K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.09KNew |
$3.13M - $3.42M
|
7.09K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-43- 0.98% |
$19K - $20.8K
|
4.34K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-111K- 19.1% |
$49.3M - $53.8M
|
472K
$226M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
658+ 24.76% |
$291K - $318K
|
3.32K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-51- 3.52% |
$22.6K - $24.6K
|
1.4K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.18% |
$21.7K - $23.7K
|
4.22K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-39- 1.89% |
$17.2K - $18.8K
|
2.02K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$2M - $2.18M
|
4.51K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-171- 2.0% |
$75.6K - $82.6K
|
8.37K
$4.01M
|